Microsoft Planner – Audit trails for Cards (Activity)
Hi folks, Could we please have an activity feed for each card to log who did what? Having the ability to know who changed the dates, the description, etc., would help increase the transparency and the integrity of the information contained in it. We might want to mimic what is currently done on Trello. For example: Dimitri Pletschette set this card to be due Jun 6 at 11:50 AM a few seconds ago Dimitri Pletschette added this card to To Do 5 minutes ago Feel free to jump into the conversation below. Dimitri LinkedIn | Medium | X | Microsoft | Web
Mention people in the comments of Tasks
How do you mention someone in the comments section of a task? I've seen other queries about this dating back to 2017, and in 2019 Microsoft said they are working on it... so has this been done? Example: My colleague and I have been assigned a task - to upload content onto the website. In the checklist it notes my colleague will write the content, and then I will upload it. I'm trying to tag her in my comment to say, "@ let me know when the copy is ready for me to upload." Is there actually no way to do this?
Tasks by Planner and To Do: How to tag team members on tasks for awareness but not for ownership
Hello all - I'll trying to figure out if it's possible to include team members on individual tasks in planner so that they can be aware of the progressing being made on key tasks rather than assigning them as responsible team members. For instance, in the example attached, I would like for Rohan to be the individual responsible for the task. However, I would like for Dave to receive updates as comments and changes are made to the task so that they can also be aware of progress. Appreciate any insights you may have. Thanks!
Linking "Group" emails from Planner to Teams
Hello all, We have recently started to use MS planner in addition to our normal workflow with Teams. We have quickly noticed however that there seems to be no easy way to get the task comments from planner to show up on the teams conversation page. All comments are sent to a "Group" email box in exchange. I tried to create a rule in Flow to automatically forward those messages to the Teams page, but Flow does not have access to to the Groups inboxes. Does anyone know a work around to get the comments from Planner (Which is already linked to Teams) to show up in Teams? It seems rather odd to me that MS choose to have "conversations" in planner as an Outlook extension rather than a collaboration tool like Teams. Comments from tasks go here. Cannot get them here, where we do our work.Create a custom Microsoft Teams documentation/procedure manual for my Workplace
My Workplace has recently adopted Microsoft teams and we are trying to move task management to Microsoft Teams. So for example we will use Planner to Receive entry letters in Admin section and send it to Procurement section and then to Finance section, etc. Is there a convenient way to create a documentation or procedure manual that can be viewed within Microsoft teams that shows the task routes that are set in my workplace?Tutorial: Export Planner Tasks To Excel
This Microsoft Planner tutorial will demonstrate how to export a Microsoft Planner task list to Excel. This can be done from the Microsoft Planner web app with a few simple clicks. Note there are some limitations when exporting planner tasks to Excel. One notable limitation is that comments on the task will not be included in the export. Check it out here.Tutorial: Create A Microsoft Planner Task When A Microsoft Form Response Is Submitted
This tutorial will demonstrate how to create a new planner task every time a new Microsoft Forms response is submitted. The approach outlined in this video will leverage a Microsoft Power Automate workflow that takes the details from the Microsoft Form response and passes the information into a newly created planner task. The tutorial will start by demonstrating how to create a basic Microsoft Form and then will demonstrate how to create the workflow. The tutorial will also demonstrate how to conditionally create Microsoft Planner Task in different boards depending on the value selected in a choice type field in the form. For example, if response one is selected at drop down question one, then create a task in board one. If response two is selected at drop down question one, then create a task in board two. I am curious to learn what you might be using this workflow approach for. Please feel free to comment below! And be sure to subscribe to my YouTube channel for more MS Teams, SharePoint, Power Automate tutorials.
Best practices in Teams Planner data to Team Resource estimates / Weekly planner
Hi! I'm reaching out to get inspired in best practices and examples how to use data from Teams planner to get a Team weekly or even more long term resource estimate on individual level. We have all tasks in planner and each task is distributed to one or several assignes in the team. But once a week we would like to get a daily overview on which tasks every indivdual team member is working on day-by-day. We have structured "Scrum-like" planning in Teams planner and I like the setup for our daily discussions, but for resource estimation a more calendar or weekly view on individual level would be interesting. I've searched and I don't believe I will get the overview I'm looking for within Teams Planner, so I'm personally leaning towards exporting the Teams Planner data to excel every monday morning and then have and excel template running through our current activities in planner to "make" this calendar/weekly resource view. The overview should contain Team Members listed in every row on first column and then the top row contains dates, days for coming 2-3 months. The main objective with the overview would be to get kind of a working schedule for coming days and see what individuals are booked each day and what individuals are available for urgent extra tasks or seems to be totally overbooked.
